Oakwood Financial | Home

The Solutions You Deserve

Giving Back Icon
 

A Spectrum of Services

Rely on our years of investing experience and skills to bring you a complete array of services to address your needs.

Manager Tenure Icon
 

A Focus on You

We look beyond the basics of investments and accounts and focus on how your entire financial situation impacts your specific life stage needs.

Investment Planning Icon
 

A Visual Financial Plan

We’ll organize your financial information into an easy-to-understand visual. Then we’ll apply our knowledge to help you take advantage of the opportunities available to you.

Services for You

Who We Are

As an independent advisory firm, you can trust that our recommendations are designed to serve your best interests. You can rely on our experience which comes from years of partnering with people like you in Rochester, New York, and across the country.

Unlike firms that offer you a single advisor, when you work with us, we feel you'll benefit from the collaborative efforts of our team of advisors. Our experienced and dedicated advisors care for you like family and deliver the personalized counseling that builds deep and long-lasting friendships.

 

​Explore Our Difference
OakWood Team Icon

Our Team

Our advisors have earned advanced designations so you can be confident in their training and knowledge. They're supported by experienced specialists, all working together to help you plan for every stage of your life.

 
Meet Our Team

Serving the Investing Needs of Women

We’re honored to have received the Women’s Choice Award® for Financial Advisors consecutively since 2014.* This award is the only recognition program for well-qualified advisors who are committed to serving their female clients.

WCA Financial Advisor 2014-2020
 

*The Women’s Choice Award® (WCA®) Financial Advisor program was created by WomenCertified Inc. Being listed is not an endorsement by them or their partners/affiliates and is no guarantee of future investment success. The award is based on 17 criteria: credentials, experience, regulatory history, etc. Advisors do not pay a fee to be considered or listed. WCA® Financial Advisors/Firms represent less than 1% of advisors in the U.S. As of December 2019, of the 542 considered for the Women’s Choice Award, 169 were named Women’s Choice Award Financial Advisors/Firms.

 

Talk to an Advisor

We're here for you.

Schedule a free consultation to learn how we can help you with all your financial needs.

Contact Us Form

CAPTCHA

This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.